+468.5%
MMM vs UPRO
+14,289.1%
-13,820.6%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.2% | +1.4% | +0.5% |
| 7D | -3.3% | +0.1% | -3.4% | -3.4% |
| 30D | -7.0% | -0.9% | -6.1% | -6.8% |
| 3M | +10.8% | +1.9% | +8.9% | +9.5% |
| 6M | +5.8% | +33.1% | -27.3% | -4.0% |
| YTD | +6.8% | +31.8% | -25.0% | -3.0% |
| 1Y | +10.4% | +48.3% | -37.9% | -3.7% |
| 3Y | +104.7% | +221.5% | -116.8% | +35.8% |
| 5Y | +23.6% | +136.7% | -113.2% | -17.0% |
| 10Y | +54.1% | +1,179.2% | -1,125.0% | -49.7% |
| All | +468.5% | +14,289.1% | -13,820.6% | -27.9% |
Cumulative growth
Daily Returns
Daily percentage return beside UPRO.
Daily Out/Under-Performance
Portfolio return minus UPRO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UPRO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded UPRO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling